Brian Lakkides (CRD# 2881927) is an Investment Advisor Representative working at Financial Freedom House in Waterford, MI and has over 26 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cygnet Financial Planning, Inc. (dba Financial Freedom House) | Waterford, MI | Oct 2018 - Current | 5 |
| Cygnet Financial Planning, Inc. (dba Financial Freedom House) | Waterford, MI | Mar 2010 - Oct 2018 | 8 |
| Triad Advisors, Inc. | Norcross, GA | Dec 2005 - Dec 2016 | 11 |
| Cygnet Financial Planning, Inc. (dba Financial Freedom House) | Waterford, MI | Sep 1992 - Feb 2015 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2010 |
- MI
-
Total Assets Under Management174MILLIONS
-
Total Number of Accounts981ACCOUNTS
-
Average Account Value$177,860
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
FL, MI, NC, PA, TX
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